Oil & Energy Menu Security
Grant, edit or revoke access to menus, sub-menus and information by selecting the appropriate Level in the Oil & Energy Module. Options in italics indicate a sub-menu or information that user accounts can be granted access.
Learn more about Available Levels here.
| Options | Available Levels | Level |
| Main Menu |
|
|
| Access Action Items | 0 - 1 | |
| Access Customers | 0 - 4 |
1- View Only 2- Edit Phone, Contact Name, Email, Loyalty Card Info 3- All except Edit Buyers 4- Add and Full Access |
| Budget Billing | 0 - 3 |
1- View Only 2- Edit Tanks 3- Full Access |
| Edit Customer Address | 0 - 2 |
1- 00 Only 2- Edit all Ship-to Addresses |
| Edit Status | 0 - 1 | |
| Energy Assistance Commitments | 0 - 2 |
1- View Only 2- View and Edit |
| Customer Service | 0 - 1 | |
| Access Devices | 0 - 2 |
1- View only 2- Full Access |
| Access Open Orders | 0 - 3 |
1- All except modify tier price/discount or view margins 2- Modify Tier Price or Tier Discount 3- View Margins |
| Edit Contract Price | 0 - 1 | |
| Access Closed Orders | 0 - 3 |
1- View only 2- View and reverse 3- View, reverse, and see gross profit |
| Access O&E Fees | 0 - 2 |
1 - View only 2 - Full Access |
| Orders Needing Attention | 0 - 1 | |
| Access Split Orders | 0 - 2 |
1 - View only 2 - View and reverse |
| Energy Assistance Payment | 0 - 1 | |
| Energy Assistance Payments for Inactive Customers | 0 - 1 | |
| Alter Budget Billing Payment Amounts | 0 - 1 | |
| Access Fuel Tax | 0 - 1 | |
| Access Margin Tier Pricing | 0 - 1 | |
| Update Margin Tier Pricing | 0 - 1 | |
| Route Activity | 0 - 1 | |
| Contracts & Agreements | 0 - 1 | |
| Graduated Lease Terms | 0 - 2 | 1 - View only 2 - Full Access |
| Record Degree Days | 0 - 1 | |
| Manage Degree Days | 0 - 1 | |
| Generate Scheduled Orders | 0 - 1 | |
| Clone Daily Route Setup | 0 -1 | |
| Daily Route Setup | 0 - 1 | |
| Assign Deliveries | 0 - 1 | |
| Print Deliveries | 0 - 1 | |
| Purchasing/Receiving | 0 - 1 | |
| Summer Fill | 0 - 1 | |
| Access Graduated Lease Terms | 0 - 1 | |
| Purchasing/Receiving | 0 - 1 | |
| Movements | 0 - 1 | |
| Access Delivery Zones | 0 - 1 | |
| Access Equipment | 0 - 1 | |
| Access Equipment Manufac | ||
| Access Regulator Manufacturers | 0 - 1 | |
| Access Regulators | 0 - 1 | |
| Access Tanks | 0 - 2 |
1 - All except Capital Cost and Date 2 - Full Access |
| Access Automatic Fees | 0 - 1 | |
| Reason Codes | 0 - 1 | |
| Contracts and Agreements | ||
| Open Sales Contracts | 0 - 2 |
1- All except complete 2- Full Access |
| Closed Sales Contracts | 0 - 1 | |
| Service Contracts | 0 - 1 | |
| Lease Agreements | 0 - 1 | |
| Override Lease Billings | 0 - 1 | |
| Summer Fill | ||
| Assign Summer Fill Tanks | 0 - 1 | |
| Generate Summer Fill Orders | 0 - 1 | |
| Void Remaining Summer Fill Orders | 0 - 1 | |
| Purchasing/Receiving | ||
| Fuel Purchase Order Quick Find | 0 - 1 | |
| Access Open Fuel Purchase Orders | 0 - 3 |
1- Add and Edit all Requisitions (no close) 2- Add and edit all Requisitions and POs (no close) 3- Full Access |
| Approve POs | 0 - 2 |
1- Approve Inventory only 2- Approve Inventory and Non-Inventory |
| Update Vendor Cost | 0 - 1 | |
| Complete with GL Distribution | 0 - 1 | |
| Receive POs | 0 - 2 |
1- Yes, but can not see cost 2- Yes, with cost shown |
| Edit Freight at Receipt Time | 0 - 1 | |
| Edit Product Unit Cost After Receipts | 0 - 1 | |
| Access Closed Fuel Purchase Orders | 0 - 2 |
1- Everything except Complete 2- Full access including Complete |
| Edit Product Unit Cost After Receipts | 0 - 1 | |
| Browse PO Accrual | 0 - 1 | |
| Complete with GL Distribution | 0 - 1 | |
| Browse PO Tax Accrual | 0 - 1 | |
| Movements | ||
| Fuel Expense Transfers | 0 - 2 |
1- All except edit Location, Profit Center, Tax Code 2- Full Access |
| Access Open Site Fuel Transfers | 0 -2 |
1 - All except edit of freight and other fees (2 step) 2 - Full Access |
| Access Closed Site Fuel Transfers | 0 - 1 | |
| Adjust Truck Inventory | 0 - 1 | |
| View Truck Inventory | 0 - 1 |